VDI Assessment

      This section describes how to configure SysTrack for a basic VDI assessment.

      After the master system installation (Master Setup, Web Services, and Administrative Tools) and activating licenses, there are three basic steps required to configure SysTrack:

      1. Create the configurations.

      2. Set the default configuration.

      3. Enter deployment credentials for pushing the SysTrack agent to the endpoint systems. After configuring, endpoint systems are added to the tree and the agent is deployed.

      License Activation

      The SysTrack master system must be restarted before using SysTrack Deploy for the first time.

      The Customer Information window will display the first time SysTrack Deploy runs.

      1. Enter the customer ID assigned by the Lakeside Software Sales department.

      2. After entering the valid ID, complete the remaining fields on the left side of the window. The number and types of licenses assigned are shown in the Initial Purchase area at the top right of the window.

      3. Enter the same numbers in the Licenses to assign to this tree area and duplicate these numbers for the VMP licenses to assign. For example, if the Initial Purchase area shows 1 Server, 100 Workstations, and 5 Terminal Servers, enter 1 Server, 100 Workstations, 5 Terminal Servers, 1 VMP Server, 100 VMP Workstations, and 5 VMP Terminal Server licenses.

      4. After the data collection period is over and the Virtual Machine Planner tool runs, the VMP licenses must be activated.

      5. Leave the default settings for the Desktop Level and SysLock fields.

      6. Click Register via Internet.

        NOTE: If internet registration fails, a Manual Licensing Registration window displays. You can take a screenshot of this window and send an email to support@lakesidesoftware.com or call the Lakeside Software Technical Support department at 248-686-1702. Leave this window open until you receive an activation code.

      Create the Configurations

      Make sure to restart the SysTrack master server before using the Deployment Tool for the first time.

      1. Launch SysTrack Deploy.

      2. Select Configuration > Alarming and Configuration from the menu bar.

      3. At the Select Configuration window, click Create New.

      Configuration Setup for a VDI Assessment

      1. For all VDI assessments, name the configuration.

      2. Expand Base Roles in the Available Factory Roles area, select the Windows Desktop role, and click the >> button to move that role to the Applied Factory Roles area.

      3. Scroll down in Available Roles and expand the Assessment category. Select VMP and move it to the Applied Factory Roles area.

      4. Click OK, and then OK again to save the configuration.

      Set the Default Configuration for New Systems

      1. Select Deployment > Set Default Configuration for New Systems from the menu bar.

      1. From the Configuration drop-down, select the configuration you created and then click OK.

      Enter Deployment Credentials

      Credentials are required for all Push deployments from the Deployment Tool. Credentials are not required for MSI installations.

      1. Select Deployment > Deployment Credentials and Methods from the menu bar.

      2. Click the Add button.

      3. Enter the credentials of an account that has administrative rights on the endpoint systems, such as a domain admin account.

      4. Click OK. More than one set of credentials may be added if needed. For each endpoint system, the deployment process will cycle through the credentials until it finds a set that has rights on that system.

      Add the Endpoint Systems

      When deploying the SysTrack agent to the endpoint systems using MSI installation manually or through a software distribution system, the endpoint systems will automatically be added to the SysTrack tree upon successful installation.

      If pushing the agent to the endpoint systems from SysTrack Configure, you will need to add the endpoint systems to the tree on the Assignments page in SysTrack Configure.

      Deploy to the Endpoint Systems

      Once all endpoint systems have been added to the tree (if required), make sure updates are running on the Assignments page in SysTrack Configure.

      The Install Status of each system will change as the installation process progresses. Once a system indicates a status of Installed, it is collecting data.

      Systems that are deployed via MSI installation will automatically appear in the tree after successful installation.

      Deployment Troubleshooting

      Issues related to systems that do not successfully install the SysTrack Agent are almost always easily resolved. In a typical SysTrack deployment, approximately 10% of the systems will result in an Install Status other than Installed. Most of the issues associated with an Install Status of Install Pending or Upgrade Pending are a result of a connection problem.

      The following is a list of items to troubleshoot:

      1. Make sure File & Print Sharing is enabled.

      2. Make sure the deployment credential you defined is valid.

      3. Ping systems from the SysTrack master to ensure they are powered on, communicating on the network, and reachable from the master system.

      4. Connect from the master system using UNC Path with the username and password defined in the Deployment Tool: \\<system name>\C:\Program Files. This ensures that the Deployment Tool has access to the Admin Share on the endpoint system.

      5. If any or all of the above work as expected, RDP into the endpoint system and see if you can ping back to the Master.

      If none of the above is determined to be the problem, we recommend that you contact Lakeside Software Technical Support for assistance.

      Verifying Data Collection

      Verify that data is being collected on any endpoint system with a status of Installed by using SysTrack Resolve. The SysTrack Master will contact the endpoint agent to collect information on what is happening on that system at that moment.